2018 Certified Financial Planner Financial Market Investment Planning 
Sara Grillo
SEPTEMBER 12, 2022
He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). Financial advisor U4’s.
Sara Grillo
SEPTEMBER 26, 2022
You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.
Expert insights. Personalized for you.
80 
Let's personalize your content